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Our financial advice team


Jonathon L Myers, Private Wealth Advisor serving the Vestal, NY area - Ameriprise Advisors

Jonathon L Myers

CFP®, MBA, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Jon L Myers and Associates

An Ameriprise Private Wealth Advisor

32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care
  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MBA - Binghamton University, Vestal, NY
  • Bachelor's in Ceramic Engineering - Alfred University, Alfred, NY

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2017, 2018, 2019, 2020
  • Ameriprise Chairman's Advisory Council, 2020
  • Forbes Best-in-State Wealth Advisors, 2018-2020

Professional associations

  • The Greater Binghamton Chamber of Commerce
  • Financial Advisor IQ Leadership Council

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • I enjoy golf, exercise, music, and travel
  • I enjoy spending time with my wife, daughter, and son
  • I enjoy being with my pets